Invoicing & Payments
You have the flexibility to invoice at any time for any amount, for example: percentage of total, fixed amount, remaining amount, or credit amount. Additionally, you can also register payments in the Invoice Screen.
They can be created at any stage, for example: before the job starts (Pending), accepted (Contracted), while in progress (In-Progress), while on hold, or completed.
Under the Details section selected in the Quote Letter menu on the Jobs screen you may have chosen the details you want included on the invoice, e.g. categories, items, showing totals for categories, or showing item totals. If none of these detail options are selected, only the invoice total will appear.
In the following example, the job 'Williams Bathroom Upgrade' has been completed by selecting the Completed status. If no Variations are required and you are ready to invoice, select Invoices from the menu at the top of the page.
The following screen presents with the total amount for the job. Select + Add Invoice
Select + Add Invoice. The following screen will appear, allowing you to edit details.
Please enter your reference in the Description* field.
Choose the due date from the drop-down Due date* field.
Opt for Click to Edit if you wish to include a message in the invoice header.
Select the Add a new drop-down menu to create the invoice content. Select the required amount. It is important to note that selecting Remaining Amount will update the invoice with the total outstanding amount. Choosing a specific amount will add it to the invoice detail line.
If happy with the contents of the invoice select the Green Tick (or red x to cancel). Once you have updated the necessary fields and adjusted your preferences, you can preview the invoice before sending by choosing Preview. The invoice will be displayed as shown below. You can return and make any necessary changes if required.
Reminder that the invoice shows the detail (category breakdown, sub-totals etc) that you selected for the quote to the customer.
Once you are satisfied and have saved the changes, you can then select Send to send the invoice to the customer via email. Change the status to Awaiting Payment from the drop down menu and check the Sent box.
When a Payment has been made, you can update the status by selecting the invoice in the Jobs screen and changing it to Paid. This action will automatically update the Amount Paid field.
